Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 4,731 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $522 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,087
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
5,085
shares
|
$1.36 Million
0.28% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
5,075
shares
|
$1.36 Million
0.91% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
5,074
shares
|
$1.36 Million
0.69% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
5,074
shares
|
$1.36 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5,068
shares
|
$1.36 Million
0.45% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
5,061
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
5,053
shares
|
$1.36 Million
0.55% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,049
shares
|
$1.35 Million
0.3% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
5,042
shares
|
$1.35 Million
1.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
5,039
shares
|
$1.35 Million
0.43% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
5,031
shares
|
$1.35 Million
0.37% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
5,029
shares
|
$1.35 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
5,009
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
5,008
shares
|
$1.34 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,006
shares
|
$1.34 Million
0.64% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
5,005
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,003
shares
|
$1.34 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Greenhaven Associates Inc
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.34 Million
0.17% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4,998
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Added 31.49%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
4,997
shares
|
$1.34 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
4,992
shares
|
$1.34 Million
0.38% of portfolio
|
Q3 2024
Added 34.85%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,987
shares
|
$1.34 Million
0.69% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
4,979
shares
|
$1.34 Million
0.63% of portfolio
|
Q4 2024
Added 0.4%
|